Beaird Harris Wealth Management, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 300 filers reported holding PHILLIPS EDISON & CO INC in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaird Harris Wealth Management, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$418,513
-1.6%
12,4780.0%0.05%
-2.0%
Q2 2023$425,251
+4.5%
12,4780.0%0.05%
-30.1%
Q1 2023$407,033
+2.4%
12,4780.0%0.07%
-1.4%
Q4 2022$397,300
+13.5%
12,4780.0%0.07%
-3.9%
Q3 2022$350,000
-18.4%
12,4780.0%0.08%
-50.3%
Q1 2022$429,00012,4780.16%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2022
NameSharesValueWeighting ↓
B&I Capital AG 447,115$14,938,0004.83%
FirstPurpose Wealth LLC 157,793$5,272,0003.54%
Vision Capital Corp 447,773$14,960,0003.49%
Kalos Management, Inc. 71,443$2,406,0003.23%
BECK CAPITAL MANAGEMENT, LLC 150,768$5,037,0002.27%
ACG Wealth 330,395$11,038,0002.25%
FIRST FOUNDATION ADVISORS 1,257,310$42,007,0001.86%
RMR Wealth Builders 211,851$7,097,0001.77%
My Legacy Advisors, LLC 87,377$3,002,0001.50%
Apeiron RIA LLC 42,865$5,048,0001.41%
View complete list of PHILLIPS EDISON & CO INC shareholders